The Cohen Wealth Management Group provides personalized family wealth management services to an exclusive clientele of affluent individuals and families.
We develop strategies for asset and liability management, income and asset preservation, tax minimization, and generational wealth transfer to help clients achieve their goals of creating and growing wealth, preserving wealth, and planning and managing the transfer of wealth to establish lasting legacies in the most tax-efficient manner.
Our team believes that clients deserve the best resources available to help them reach their goals. With decades of combined experience, our team delivers access to one of the world's largest and most resourceful wealth management firms, crafting strategies that draw from the best-of-breed strategies and services available in the industry.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
